We had many requests to add the ability to produce a client statement that shows all invoices, payments, and retainer activity with a running balance. We're happy to say that we're working on this and it will be included in Studiometry 9.0. You'll be able to easily print, email, or save a PDF of your statements to help show your clients exactly how their accounts with you are adding up.
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7 comments
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Peter Slaughter Great statement feature, much better than other accounts software that only shows payments/debts. One flaw I have noticed though, why can't we customise the design and layout like invoices and estimates so that we can send them to our clients in our company brand? Or have I missed this with it being a new version....
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Oranged Support Currently the statements are produced in a standardized format. We may add the ability to create statement templates, or at least partially customize statements, but for now they are only shown in this format.
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Mike Meiners I'm having issues where clients have too much information, and just won't load (at least not in a reasonable time period.
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Bruce Young I would like to be able to modify/customize the statement format (just to show outstanding invoices). Is this feature been added yet (your Sept 8, 2011 comment in this thread implied you are looking at adding a feature to customize statements)? If not, please consider.Thanks, Bruce
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Sandrine Lejeune I would like to customize the statement format in my company brand. Has this feature been included in the newer version?
Thanks, Sandrine
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Greg Guarnaccia I can't find this feature to save my life. Where do we create a statement?
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Rob Sherrard - Imageer With a client selected in the Navigation pane, Statement is at the bottom of the drop down list obtained by clicking the right-hand button at the top of your screen.
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